Frank Insurance – Scheduler

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🚗 Auto Select

🏠 Home Select

🏢 Business Select

❤ Life Select

✈ Travel Select

Auto Insurance

Driver’s license number i

Vehicle Identification Number (VIN) i

Effective date i

Home Insurance

Home status i

Address i

Effective date i

Business Insurance

Business name i

Business address i

Type of business i

Effective date i

Life Insurance — Stage 1

A short preliminary intake. Detailed financial and health information is collected only in the secure Stage 2 assessment.

Age range

Ontario resident?

Main purpose of coverage

Approximate coverage amount

Coverage type

Nicotine / tobacco use

Existing life insurance?

Could existing coverage be cancelled, reduced or replaced?

Approximate annual income

Mortgage / debt range

Financial dependants

Who would be insured?

Stage 2 follows after submissionYou will receive a secure Life Insurance Needs Assessment link using your reference number. Do not enter SIN, banking information or full beneficiary details here.

Travel Insurance — Stage 1

A short eligibility and trip profile. Insurer-specific medical eligibility remains subject to the insurer’s application and policy wording.

Number of travellers

Age range of oldest traveller

Destination country / region

Departure date

Return date

Trip type

Main coverage needed

Prepaid / non-refundable trip cost

Valid provincial health coverage for the trip?

Any pre-existing medical condition?

Recent health, treatment or medication change?

Cruise or higher-risk activities?

Travel purpose

Existing travel coverage

Stage 2 follows after submissionYou will receive a secure Travel Insurance Assessment link. Medical eligibility, stability periods, advisories and exclusions must be reviewed against the insurer’s wording.